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Processing Sale Without Shipment

This job aid contains instructions related to creating and processing invoice orders and cash sale orders in MYOB Acumatica.

Entering an Invoice Order (IN)

  1. Open the Sales Orders (SO301000) form.

    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.

  2. On the form toolbar, click Add New Record.

  3. In the Order Type box in the Summary area, select IN (Invoice).

  4. Select the customer in the Customer box.

  5. If needed, in the Location box, change the default location of the customer.

  6. If this invoice order is associated with a particular project, in the Project box, change the X non- project code (which is shown by default) to the project.

  7. In the Date and Requested On boxes, change the dates of the order (which by default is the current business date) if needed.

  8. If needed, in the Customer Order box, enter the reference number of the original customer document the invoice order is based on.

  9. If needed, in the Description box, provide a brief description for this invoice order.

  10. On theDetails tab, perform the following steps to add one item or multiple items to the invoice order:

    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with the list of active stock items.

      You can use the selection criteria at the top of the dialog box to narrow the list of items.

    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column).

      Notice the item availability data in the Qty. Available and Qty. On Hand column, and make sure that the specified quantity is available in the selected warehouse for each item to be added to the invoice order.

    3. Click Add & Close at the bottom of the dialog box.

  11. On the form toolbar, click Save.

 

Processing an Invoice Order (IN)

  1. Open the Sales Orders (SO301000) form.

  2. Select the order by specifying its type (IN) and its reference number.

  3. On the form toolbar, click Prepare Invoice. This generates a sales orders invoice. The system opens the Invoices (SO303000) form to display the new document.

  4. On the form toolbar of the opened form, click Release to release the sales orders invoice. The system generates an inventory transaction of the Invoice type to issue the items from inventory.

    Once you release the sales orders invoice, the original IN order gets the Completed status.

 

Creating a Cash Sale Order (CS)

  1. Open the Sales Orders (SO301000) form.

    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.

  2. On the form toolbar, click Add New Record.

  3. In the Order Type box in the Summary area, select CS (Cash Sale).

  4. Select the customer in the Customer box.

  5. If needed, in the Location box, change the default location of the customer.

  6. If needed, in the Project box, change the X non-project code to the project.

  7. In the Date and Requested On boxes, change the dates of the order (which by default is the current business date) if needed.

  8. If needed, in the Customer Order box, enter the reference number of the original customer document the case sale order is based on.

  9. If needed, in the Description box, provide a brief description for this cash sale order.

  10. On the Financial tab specify the following information:

    1. In the Payment Method box, check the customer's default payment method. The customer must pay the cash sale using a method based on cash, cheque, or credit card.

    2. In the Cash Account box, check the default cash account of the selected payment method. Change it, if needed.

    3. In the Payment Ref. box, enter the reference number of the customer payment.

  11. On the Details tab, perform the following steps to add one item or multiple items to the cash sale order:

    1. Click Add Items on the table toolbar.

      The Inventory Lookup dialog box appears with the list of active stock items. You can use the selection criteria at the top of the dialog box to narrow the list of items.

    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column).

      Notice the item availability data in the Qty. Available and Qty. On Hand column, and make sure that the specified quantity is available in the selected warehouse for each item to be added to the cash sale.

    3. Click Add & Close at the bottom of the dialog box.

  12. On the form toolbar, click Save.

 

Processing a Cash Sale Order (CS)

  1. Open the Sales Orders (SO301000) form.

  2. Select the order by specifying its type (CS) and its reference number.

  3. On the form toolbar, click Prepare Invoice.

    This generates an SO invoice with a Cash Sale type. The system opens the Invoices (SO303000) form to display the new document.

  4. On the form toolbar of the opened form, click Release to release the SO cash sale.

    The system generates an inventory transaction of the Credit Memo type to issue the items from inventory. Once you release the cash sale, the original CS order gets the Completed status.